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ARQ Wealth Advisors’s Lamb Weston LW Stock Holding History

ARQ Wealth Advisors’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,775
Closed -$371K – 226
2026
Q1 		$371K Buy
8,775
+1,640
+23% +$73.2K 0.07% 151
2025
Q4 		$299K Sell
7,135
-2,640
-27% -$155K 0.08% 116
2025
Q3 		$568K Buy
+9,775
New +$534K 0.17% 82

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ARQ Wealth Advisors's LW Position: Q2 2026 in Review

ARQ Wealth Advisors sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 8,775 shares — an estimated $371K sold.

ARQ Wealth Advisors first reported a position in LW in Q3 2025 and held it in 3 quarters. The position peaked at $568K in Q3 2025. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • ARQ Wealth Advisors reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • ARQ Wealth Advisors sold 8,775 Lamb Weston shares in Q2 2026, an estimated $371K.
  • ARQ Wealth Advisors first reported a position in Lamb Weston in Q3 2025 and held it in 3 quarters.
  • ARQ Wealth Advisors's Lamb Weston position peaked at $568K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.